Morningstar will be dropping qualitative research coverage of the Thornburg Limited Term Income around June 16, 2022, in order to reallocate our analysts to other strategies. The last Morningstar Analyst Rating and report will be removed at that time. After that date, please discontinue using the research report or former research reports issued by Morningstar on this strategy. We recommend users form their own views on this strategy or obtain financial advice.
Thornburg Limited Term Income A THIFX
NAV / 1-Day Return
12.70
/
0.06
%
Total Assets
8.7 Bil
Adj. Expense Ratio
Adjusted Expense Ratio excludes certain variable investment-related expenses, such as interest from borrowings and dividends on borrowed securities, allowing for more consistent cost comparisons across funds.
0.770%
Expense Ratio
0.770%
Fee Level
Above Average
Longest Manager Tenure
15.40
years
Category
Short-Term Bond
Credit Quality / Interest Rate Sensitivity
Medium / LimitedMin. Initial Investment
5,000
Status
Open
TTM Yield
1.46%
Effective Duration
2.88
years
Morningstar’s Analysis
The Morningstar Analysis section contains a thorough evaluation of an investment’s merits and drawbacks and often discusses the most important or decisive factors leading to the fund’s overall rating.
The Morningstar Analysis section contains a thorough evaluation of an investment’s merits and drawbacks and often discusses the most important or decisive factors leading to the fund’s overall rating.
Will THIFX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.